Question · Q3 2025
Ryan James Pfingst with B. Riley inquired about the impact of shifting the INL plant to the Department of Energy (DOE) authorization pathway on the requirement to submit a Combined License Application (COLA) with the Nuclear Regulatory Commission (NRC), and whether a government shutdown affected this. He also asked if Oklo's strategy for converting its customer pipeline to firm power purchase agreements (PPAs) has evolved, especially as the first plant's construction progresses towards 2026-2027.
Answer
CEO Jacob DeWitte clarified that the INL plant no longer requires a COLA for initial construction and operation under the DOE pathway, which accelerates timelines by allowing parallel building and authorization. He noted that an NRC license for commercial operation would follow initial DOE-authorized startup, leveraging a recent MOU between the agencies. Regarding customer conversions, Mr. DeWitte stated Oklo prioritizes constructive, de-risked offtake structures over rushing into traditional PPAs, continuing to develop partnerships and exploring potential government roles in data center deployments.
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